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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,128 | $209,336-76.1% | $197,124-74.6% | $137,256-63.5% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 18.27% | 48.09%-29.8pp | 44.34%-26.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $4,243 | $6,591-35.6% | $6,227-31.9% | $4,156+2.1% |
| Participant deferral / active EE | $3,473 | $9,614-63.9% | $9,135-62.0% | $6,407-45.8% |
| Admin fee / account holder | $244 | $17,308-98.6% | $16,298-98.5% | $12,270-98.0% |